How big is Positively Partners, LLC.'s plan?

Positively Partners, LLC.'s plan reported $568K in assets and 13 participants for 2024.

Original filing (PDF)20250510110441NAL0010837363022

Positively Partners, LLC.

Name: Positively Partners, LLC. — Positively Partners, Form 5500 (2024)
Creator: Positively Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Positively Partners 401(k) Plan

401(k) retirement plan · Positively Partners, LLC.'s Positively Partners 401(k) Plan held $568K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

Plan identifiers

Positively Partners, LLC.'s EIN is 81-1932619.

EIN 81-1932619

Plan number 001

Plan year 2024

ACK ID 20250510110441NAL0010837363022

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Positively Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Positively Partners, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score